David Reed

Principal Consultant (Advisory & Business Transformation) / Chief Strategy Officer — GOTO Inc.

June 2007 – Present

Leading a Multi-Division Ecosystem for Business Growth & Personal Transformation

In 2007, I founded GOTO Inc. (Get Over The Obstacles Inc.) with a singular vision: to create a comprehensive ecosystem where business strategy, operational excellence, and personal empowerment intersect. What began as a consulting practice has grown into seven purpose-built divisions serving entrepreneurs, organizations, and individuals committed to meaningful change.

As CSO, I oversee strategic direction, operational systems, and the integration of all divisions while maintaining direct client relationships. I've personally served 500+ clients with 90%+ retention and 80–95% program completion rates—metrics that reflect not just client satisfaction, but genuine transformation.

Key Accomplishments:

• Built and scaled a multi-division organization from startup to established solutions provider, maintaining operational excellence across all business lines
• Developed 6+ proprietary programs and multi-day workshops that combine business strategy with personal development
• Designed and implemented standardized SOPs, knowledge management systems, and compliance frameworks supporting both local and remote offshore team members.
• Led content strategy and marketing automation for multi-week, multi-platform campaigns reaching thousands of entrepreneurs and leaders
• Established biweekly QA and compliance audits with extended asset retention policies, ensuring regulatory readiness and institutional knowledge preservation

Director of Quality Assurance & Processing — ReformAlliance LLC

October 2018 – Present

Directing QA and Compliance Operations for Student Loan Management & Financial Literacy Programs

At ReformAlliance LLC in Cerritos, CA, I direct quality assurance and compliance operations for student loan management and financial literacy programs. This role reinforced my commitment to compliance excellence, client-centered operations, and leveraging technology to maintain quality at scale.

Key Accomplishments:

• Direct QA and compliance operations for student loan management and financial literacy programs, maintaining 100% Department of Education regulatory adherence
• Established structured QA controls, periodic audits, and feedback loops to reduce risk and improve client outcomes
• Implemented performance metrics to track submission timelines and results, improving visibility into throughput and bottlenecks
• Leveraged AI-enabled workflows to accelerate documentation, tracking, analysis, and drafting while maintaining quality controls
• Resolved 95% of escalated client issues within 24 hours, resulting in a 20% improvement in customer satisfaction ratings
• Streamlined document preparation and submission workflows, reducing processing time by 15%

Director of Processing/Product Delivery — StudentAdvocates

March 2013 – July 2017

Transforming Client Services Through Process Innovation

At StudentAdvocates in Costa Mesa, CA, I led the processing and product delivery division, overseeing client outcomes, team performance, and operational efficiency for a growing financial services organization.

Key Accomplishments:

• Mapped enrollment-to-submission workflow and identified a compliance/QA sequencing bottleneck driving incomplete files, cancellations, and NSF outcomes
• Re-engineered the process by moving QA/compliance confirmation immediately post-sale to validate client intent and data accuracy upfront
• Reduced sign-up-to-submission cycle time from 30+ days to ~48 hours; increased throughput to the point leadership requested the team slow down due to volume velocity
• Reduced monthly cancellations from ~20–25% to under 13% by tightening early-stage compliance controls and eliminating avoidable rework
• Scaled production from ~1,000 files/month to 2,000+ files/month within 4–6 months through workflow redesign, QA discipline, and enablement
• Led training and execution standards for processing teams: 22 local agents plus 13 offshore agents via Zoom

Operations Manager — Student Loan Processing.US

June 2011 – March 2013

Building Operational Foundations for Growth

As Operations Manager in Lake Forest, CA, I managed operations and processing execution, establishing foundational processes and team structures that enabled the company to scale efficiently while maintaining quality and compliance.

Key Accomplishments:

• Managed operations and processing execution; improved team efficiency through process redesign and targeted training
• Implemented quality control practices and operational routines to improve consistency and client outcomes
• Utilized proprietary client management software to support client tracking and operational execution
• Directed sales and processing operations, achieving a steady 10% avg quarterly increase in production, steady market growth and presence throughout the development of this new niche service offering.

Senior Account Manager — Strategic Point Group

July 2007 – May 2011

Strategic Account Management in Financial Services & Technology

At Strategic Point Group in Lake Forest, CA, I managed strategic accounts in financial services and technology, driving revenue growth through consultative selling and relationship management. As a dynamic and results-oriented Account Manager, I had a proven track record of driving sales growth and delivering exceptional client outcomes in the debt assessment and resolution industry.

I collaborated with credit counseling agencies, debt settlement firms, and mortgage adjustment providers to craft tailored financial solutions. I was recognized as a top performer, consistently ranking in the company's top 10% for performance and client satisfaction.

Key Accomplishments:

• Increased sales performance consistently, surpassing quarterly targets and contributing to company growth
• Earned recognition as one of the company's top 10% performing employees for outstanding contributions
• Streamlined client engagement processes, enhancing operational efficiency and client satisfaction
• Built and maintained high-value partnerships with financial institutions and service providers
• Specialized in debt resolution, credit improvement, and mortgage adjustments
• Delivered customized solutions that aligned with client goals, resulting in high retention rates
• Leveraged data-driven insights to resolve complex financial challenges effectively

Senior Account Manager — The Credit Exchange (TCE)

November 2004 – June 2007

Driving Sales Growth in Debt Assessment & Financial Solutions

At The Credit Exchange (TCE) in South Coast Metro, CA, I drove sales growth in debt assessment and financial solutions, building a track record of significant revenue expansion. I served as an Account Manager focused on debt assessment, credit counseling, and financial strategies.

Key Accomplishments:

• Achieved a 30% increase in sales revenue, growing from $175,000 to over $300,000 annually
• Ranked in the top 10% for sales growth, client loyalty, and efficiency improvement
• Developed customized financial strategies and established valuable partnerships
• Drove an 80% revenue increase through innovative sales techniques
• Expertise in negotiations for debt resolution, credit enhancement, and mortgage adjustments
• Delivered tailored solutions aligned with client goals, ensuring high retention and satisfaction
• Employed data-driven insights to improve financial outcomes and streamline processes
• Built and maintained strategic partnerships with credit counseling and debt settlement agencies

Senior Account Manager — Parasoft Corporation

1996 – 2004

Enterprise Software Sales, Government Accounts & Strategic Partnerships

At Parasoft Corporation in Monrovia, CA, I sold licensed software development tools to enterprise and government customers under annual maintenance renewal structures. Over a 7-year tenure, I played a pivotal role in the company's revenue growth and secured landmark partnerships.

Key Accomplishments:

• Played a pivotal role in increasing company revenue from $250,000 to over $1.5 million per month during a 7-year tenure
• Managed a portfolio of Department of Defense accounts, achieving over $250,000 in software sales for defense contracts
• Successfully led a sales initiative that secured Microsoft as a client for Parasoft's memory leak detection tool, which was later integrated into the Windows operating system
• Transitioned into a team management role, mentoring and guiding sales professionals to exceed targets and achieve milestone developments with multiple clients
• Demonstrated exceptional skill in improving client development processes, providing tailored solutions for military and international technology licensing accounts
• Utilized CRM platforms including SugarCRM and Oracle CRM to manage pipeline, accounts, and renewals
• Generated sales revenue growth of 30–80% year-over-year in early career roles